PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 9,464 $413K 0.12% +76 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 9,045 $396K 0.2% -2,518 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,074 $396K 0.03% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,833 $385K 0.01% -469 13F-HR Timeline Group Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 8,653 $377K 0.26% -249 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 8,612 $375K 0.11% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 8,598 $375K 0.11% +312 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,397 $366K <0.01% -2,799 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,138 $355K 0.03% -105,266 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,995 $349K 0.02% -62 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,897 $344K 0.03% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,733 $337K 0.02% -209 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,694 $335K 0.02% +526 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,649 $333K 0.01% -963 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,363 $321K 0.03% +942 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 7,355 $321K 0.19% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,127 $311K 0.01% -1,061 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,080 $309K 0.01% -305 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 7,079 $309K 0.06% -654 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,061 $308K 0.08% -782 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 6,786 $296K 0.05% +637 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 6,746 $294K 0.18% +1,435 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,615 $288K <0.01% +3,130 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,582 $287K 0.03% -3,253 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,450 $286K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,541 $285K <0.01% -18 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,445 $281K 0.18% +760 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,348 $277K 0.07% -293 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,324 $276K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,256 $273K 0.06% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,200 $270K <0.01% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 6,190 $270K 0.07% +3 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 6,189 $270K 0.03% -535 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,188 $270K 0.01% -29,053 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,172 $269K 0.01% -9,982 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,142 $268K <0.01% new 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,116 $267K 0.01% -313 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,106 $266K 0.11% +36 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 5,947 $259K 0.34% -352 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,883 $256K 0.17% -295 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,883 $256K 0.08% -1,183 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,672 $247K 0.07% -116 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,632 $245K 0.06% -150 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,607 $244K 0.04% -4,127 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,471 $238K 0.06% -2,703 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,419 $236K 0.02% +524 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,421 $236K <0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,275 $230K 0.02% -1,362 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,127 $223K 0.04% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,045 $220K <0.01% -2,583 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 5,024 $219K 0.02% +56 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,992 $218K 0.22% 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,913 $214K 0.06% +4,874 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,913 $214K 0.06% -2,836 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 4,439 $193K 0.08% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,425 $193K <0.01% +9 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4,000 $174K 0.18% -1,177 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,875 $169K 0.02% -1,307 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,797 $166K 0.03% -3,131 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,715 $162K 0.05% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,074 $134K <0.01% +130 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,002 $131K <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,944 $128K 0.01% -15,159 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,644 $115K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,689 $73.6K <0.01% new 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,509 $65.8K 0.02% -123 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,393 $60.7K 0.01% -742 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,302 $56.3K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,188 $51.8K <0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 1,159 $50.5K 0.03% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,004 $43.8K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 990 $43.2K <0.01% +380 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 900 $39.2K 0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 889 $38.8K 0.01% +8 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 804 $35.1K 0.02% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 716 $31.2K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 716 $31.2K <0.01% -1,504 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 677 $29.5K 0.01% -621 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 608 $26.5K 0.02% -42 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 504 $22K 0.01% -56 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 495 $21.6K 0.01% 0 13F-HR/A Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 480 $20.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 444 $19.4K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 425 $18.5K 0.01% +424 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 420 $18.3K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 418 $18.2K <0.01% new 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 399 $17.4K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 313 $13.6K <0.01% +251 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 309 $13.5K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 284 $12.4K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 239 $10.4K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 225 $10K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 225 $9.81K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 200 $8.72K 0.02% -35,827 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 198 $8.63K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 186 $8.11K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 167 $7.28K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 154 $6.72K <0.01% +2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 145 $6.32K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 145 $6.32K <0.01% +12 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 143 $6.24K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 142 $6.19K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 127 $5.54K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 104 $5K <0.01% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Key Capital Management, INC More: the full row for Key Capital Management, INC 103 $4.49K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 81 $3.54K <0.01% +31 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 47 $2.05K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 44 $1.91K <0.01% +21 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 33 $1.42K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 24 $1.05K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 24 $1.05K <0.01% -72 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 18 $1K <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 19 $828 <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13 $567 <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 12 $523 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4 $174 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2 $87 <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1 $29 <0.01% -1 13F-HR Timeline